In-House Counsel

A simple, effective workflow to help manage different types of in-house legal matters.

Key Features:

  • Drop-down lists help the user define the type of legal case, and whether internal or external resources are being used.
  • Set a Lawyer Cost Estimate for each matter, and based on the total disbursement amount, will display if the matter costs are above or below that estimate.
  • Team members working on the case are easily recorded against each matter, along with the external parties when necessary.
  • All of this information is compiled and displayed in custom reports that by default show all open matters, and new matters this week.


The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.